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Who We Are

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How will you be guided through challenging financial paths?

is a Registered Investment Advisor firm proudly serving the Pacific Northwest since 1996.

Just as a lighthouse guides a ship past difficult rocky shores...

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Discover Our Financial Solutions

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Our goal is to Provide Wise, Valuable & Trustworthy Investment Services to the Pacific Northwest.

Wealth and Investment Management

We specialize in helping people achieve their financial goals through assistance with retirement account consolidation & management. We work closely with clients to forecast their financial obligations and desires, then together we help execute a plan that works for them.

Wealth and Investment Management

Retirement brings a number or life changes, some are expected, while some are hidden challenges. Things like
Social Security,

Medicare,

Tax savings advantages and management,

Income management,

can be difficult to near impossible for one person to manage. The good news is you don’t have to go it alone! We are here to help. We specialize in management & consolidation of retirement account such as, 401k, pension, annuities, mutual funds, and other assets. By bringing all your assets in under one portfolio we can help you better plan for the changes and challenges ahead and help you retire the way you want.

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We help you get there

There is more to you than wealth, so why settle for just wealth management?

Our unified approach includes both the qualitative and quantitative aspects of you and your wealth. As we work together to achieve your goals, we'll strive to help in a way that is tailored to your needs, allowing you to worry less and enjoy life more.

What is important to you?

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Student debt can have a crippling effect on a family's financial well-being. By planning ahead and utilizing specialized tax-advantageous investments, you can help get a head start pursuing educational dreams.

What does retirement mean to you? Will you settle down where you are and spend time with local family? Will you travel the world or move to an exotic destination? We’re here to help you retire when you want, how you want. The sooner you start planning, the more control you’ll have over all the details.

Certain milestones are anticipated for a lifetime, yet all too many people fail to plan for them financially. When evaluating your investment objectives, we’ll help you to forecast your financial obligations and objectives and create a plan that’s right for you.

Education

Retirement

Family Events

Who’s managing your 401-(k) retirement accounts?

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The most important factor that goes into retirement investing is time. Don’t Wait! We can help you rollover your hard-earned assets into an Individual Retirement Account (IRA) today. Start aligning your assets with your goals!

If you’re like most Americans, chances are you’ve switched employers at least once during your career. We can help you take your orphaned retirement accounts (401k) from previous employers and consolidate them into a single unified strategy that’s customized to your circumstances and objectives.

Track your combined assets easily with a unified portfolio

Employer plan 1

Employer plan 2

Employer plan 3

What are you invested in?

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"Without continual growth and progress, such words as improvement, achievement, and success have no meaning."

-Benjamin Franklin

For a free consultation, please call us at 425-827-2527 to discuss your specific situation. We look forward to speaking with you!

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Mellor & Associates Team

Mellor & Associates is an independent, fee-only firm. We work only for our clients and in their best interest.

Call us Today at (425) 827-2527 and find out how we can work for you

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Copyright © 2019 www.melloradvisors.com | All Rights Reserved.

Mellor & Associates LLC 14205 SE 36th St Suite 100 Bellevue WA 98006
Phone: (425) 827-2527 Fax: (425) 641-4680

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